GAMCO Investors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

GAMCO Investors’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$346K	Sell	3,440 -73,988	-96%	-$7.44M	﹤0.01%	815
2026 Q1	$7.79M	Buy	77,428 +4,340	+6%	+$436K	0.08%	277
2025 Q4	$7.34M	Buy	73,088 +67,238	+1,149%	+$6.76M	0.07%	287
2025 Q3	$589K	Buy	+5,850	New	+$588K	0.01%	770

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GAMCO Investors's SGOV Position: Q2 2026 in Review

GAMCO Investors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 96% in Q2 2026, selling an estimated $7.44M and leaving 3,440 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

GAMCO Investors first reported a position in SGOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.79M in Q1 2026. 1,307 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

GAMCO Investors held 3,440 shares of iShares 0-3 Month Treasury Bond ETF worth $346K as of Q2 2026.
GAMCO Investors sold 73,988 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $7.44M.
iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of GAMCO Investors's portfolio in Q2 2026, its #815 holding.
GAMCO Investors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
GAMCO Investors's iShares 0-3 Month Treasury Bond ETF position peaked at $7.79M in Q1 2026.
1,307 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on GAMCO Investors's 13F filing for Q2 2026, filed 12 Aug 2026.